Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ALEX MORGAN

Toronto

Summary

Detail-oriented professional with 8+ years of banking industry experience seeking transition into insurance sector. Deep understanding of financial services, credit, mortgages, and loans. Strong mathematical and computer skills. Proven ability to collaborate within teams, excellent communication skills, and extensive customer service experience.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Banking Advisor

RBC
01.2017 - 01.2022
  • Grew annual sales volume from $5M to $20M by consistently improving ability to build customer relationships, provide trusted advice related to investments, loans, mortgage renewals, and mortgage refinancing.
  • Achieved and maintained a 95% feedback score in customer surveys and internal management reviews
  • Maintained volume of ~75 annual mortgage renewals, 7 weekly account openings, and 5 weekly credit card openings
  • Set up 15 customers per week with digital banking services and effectively educated people in using online tools
  • Took on a proactive role in mentoring and coaching staff to build client relationships, sell financial products and more
  • Effectively used, kept up to date, and trained staff in internal banking systems for sales, service, and digital banking setup

Central Teller

RBC
01.2015 - 01.2017
  • Oversaw a team of 5 tellers in delivering first-class customer service, as well as completing transactions and providing referrals for an average of 50 clients per day
  • Managed cash ordering and balancing and ATM loading and unloading
  • Became known as the go-to contact for issues in the branch and gained a reputation as a trusted leader and trainer

Client Advisor

RBC
01.2013 - 01.2014
  • Provided excellent service to a high volume of clients; handled transactions and referred customers to financial specialists

Education

Bachelor of Commerce - Finance

Ryerson University

Skills

  • Microsoft Office (Excel, Word, Powerpoint)
  • Organizational Skills
  • Data Collection
  • Financial Services
  • Communication Skills
  • Negotiation
  • Risk Analysis
  • Attention to Detail

Certification

Data Analyst Certificate | Brainstation

CSC | Canadian Securities Institute

IFIC | Canadian Securities Institute

Timeline

Banking Advisor

RBC
01.2017 - 01.2022

Central Teller

RBC
01.2015 - 01.2017

Client Advisor

RBC
01.2013 - 01.2014

Bachelor of Commerce - Finance

Ryerson University

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